GRANGE CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$217M
Discretionary
$217M
100% of AUM
Avg account
$292K
Accounts
745
Employees
6
Advisory reps
4

Firm details

Headquarters
BEAVERTON, Oregon
CRD number
131699
Registered since
February 5, 2021
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI77.36%
  • Individuals17.13%
  • Corporations / Businesses4.56%
  • Pension & Profit Sharing Plans0.95%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Grange Capital, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. It serves primarily individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also bills hourly for certain services. Grange is not positioned as a multi‑state adviser, does not identify as an active ESG investor, and does not function as a capital allocator or pension consultant. The adviser was registered with the SEC in 2021 and describes its principal business lines as financial planning and discretionary portfolio management. It also has an industry affiliation as a real estate broker, which may inform how it sources or evaluates real estate-related investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 24%, Exchange Traded Equities 21%, US Government Bonds 14%, Other 7%, Private Funds 3%, State & Local Bonds 1%30%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents24%
  • Exchange Traded Equities21%
  • US Government Bonds14%
  • Other7%

Owners & executives

1 of 1
  • ROBERT WARMKESSEL

    Chief Compliance Officer & Investment AdvisorCRD 5566459

Contacts

3 of 3
  • Jeffrey Strode

    Investment Advisor RepresentativeCRD 7621068

  • MICHAEL KEETON

    Principal & Investment AdvisorCRD 1409084

  • MITCHEL LUDTKE

    Investment AdvisorCRD 6770637

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 22

Active vs passive

$66.8M in ETFs

Passive

100%

$66.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 GARP ETF (SPGP)InvescoPassiveLarge Blend$10.7M99,50716.03%

Location

Primary office

BEAVERTON, OR

WASHINGTON

Location

BEAVERTON, OR

Headquartered in BEAVERTON, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
6600 SW 105th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth